Atherton Lane Advisers’s SPDR S&P Bank ETF KBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $265K | Sell |
7,825
-630
| -7% | -$21.3K | 0.02% | 196 |
|
|
2015
Q3 | $281K | Hold |
8,455
| – | – | 0.02% | 188 |
|
|
2015
Q2 | $307K | Sell |
8,455
-3,600
| -30% | -$131K | 0.02% | 185 |
|
|
2015
Q1 | $404K | Sell |
12,055
-12,900
| -52% | -$432K | 0.02% | 181 |
|
|
2014
Q4 | $837K | Sell |
24,955
-4,565
| -15% | -$153K | 0.05% | 141 |
|
|
2014
Q3 | $942K | Buy |
29,520
+3,950
| +15% | +$126K | 0.05% | 122 |
|
|
2014
Q2 | $855K | Buy |
+25,570
| New | +$855K | 0.05% | 126 |
|